“North America’s production outlook is only marginally reduced for 2026, with a slight increase in 2027 and a small decrease in 2028. The region is somewhat insulated from direct conflict effects under the base case assumption of a relatively short duration event, though higher oil prices may cause some consumers to delay purchases. Electrified vehicle options and product cycle decisions are more influential than the conflict itself in shaping the forecast,” S&P Global Mobility said. [Well, yes but there is no indication that this will be a short term event or that it’s economic consequences were considered by the whimsical U.S. president who would be king. Moreover the former Detroit Three are heavily dependent on sales of gas-gulping light trucks as fuel prices are climbing with no end in sight. Additionally, the Administration is going it alone in this war, as former allies, who were not informed or consulted, refuse to be drawn into the tragic and increasingly bloody conflict – AutoCrat.]